Information Technology templates

App Integration Documentation

Document how your business apps connect and share data. This Tallyfy template captures integration details, data flows, ...

Employee Onboarding - Pre-Start

With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...

Firewall and Security

Run this process everytime you want to give a basic structure for a "Firewall & Security" Subject to employees...

Internal Support Request

Issue Tracking

Use this blueprint to better manage issue report and resolve process for your product/app....

Website Content Update Request Workflow

Use this workflow to manage website content updates from request to deployment. Estimated time: 3-5 business days | Dif...

Access Review Certification

Access creep is real. That contractor from 2019? Still has admin rights. This quarterly review keeps permissions tight -...

Authorized Device Management

A complete Tallyfy template for managing which devices can access company systems. This covers device authorization requ...

Change Request Form

Want to change something in production? Fill this out first. No rollback plan, no change approval. Period. This is how w...

Device Troubleshooting

Run this process everytime you want to give a basic structure for a "Device Troubleshooting" Subject to employees...

Incident Handling Procedure

When an incident hits, this is your playbook. Triage, investigate, escalate if needed, resolve, and document. Every time...

Incident Response Plan

When something goes wrong, you need a plan that actually works. This covers detection through recovery and the lessons l...

Logins and Passwords

Run this process every time you want to share the company's system logins and passwords...

Marketing Content Approval Workflow

Type: Content Approval Process Steps: 15 tasks Duration: 5-7 business days Best For: Marketing teams, content agencies, ...

Office Waste Management & Recycling Procedures

Estimated Time: 30 days (ongoing program) Difficulty: Moderate Team Size: 1-3 (Facilities Manager + Sustainability Coord...

Project Change Request Form

Scope creep kills projects. This form makes sure every change is documented, justified, and approved before anyone start...

Remote Access Setup & Security Workflow

Estimated Time: 2-3 days Difficulty: Intermediate Team Size: 3-4 people (IT Security, Manager, Employee) Category: IT Se...

Software Change Request Form

Before pushing anything to production, document what you are changing and why. CAB needs this, and so does the person on...

WiFi Access Setup and Troubleshooting

Use this Tallyfy template every time you need to connect an employee or guest device to your WiFi network. It covers eve...